Client Onboarding And Reference Data Services - Outreach - Associate - Core Services

We are seeking someone to join our team as an Associate in Client Onboarding & Reference Data Services (CORDS) responsible for regulatory client onboarding, refresh, and screening. Client Onboarding & Reference Data Services (CORDS) is an Operations function, responsible for regulatory client onboarding, refresh, and screening.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. T his is an Associate level position level position within the Firmwide operations division.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you ' ll do in the role:

• Understanding and implementation of KYC standards, guidelines, policies, and procedures
• Strong clients focus and ability to partner with various internal groups and client coverage.
• Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality)
• Effectively address any issues that might be escalated by either internal or external clients
• Communicate with clients and sales coverage to provide regulation guidance, organizing client calls where needed.
• Proactively highlight potential issues to management
• Identify root causes, understand connections and implications, and evaluate alternatives
• Make decisions that are effective and well-grounded based on guidelines, policies, and insights
• Be flexible, multitask and effectively manage priorities across the wider function

What you'll bring to the role:

• College/University degree or equivalent with a business focus and relevant/proven experience
• Relevant experience of 3+ years, preferred . AML, client onboarding, or client reference data experience desired
• Previous knowledge of case management or portfolio management preferred . Strong interpersonal and verbal/written communication skills
• Excellent interpersonal skills necessary to work effectively with colleagues and senior management
• Strong relationship building skills to influence/negotiate desired outcomes
• Ability to deep-dive and investigate issues to see a successful resolution . Ability to identify risks and issues and successfully navigate through to completion
• Foster and champion High-Performance Culture where people are empowered to make decisions that affect their work/environment
• Proficient in MS Excel, PowerPoint, and Outlook
• Expertise in data visualization and reporting in a cross-functional team and to senior stakeholders using business intelligence tools (Tableau, PowerBI, QlikView., etc.) preferred

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Client-provided location(s): Mumbai, India

Job ID: Morgan-PT-JR023391

Employment Type: FULL_TIME

Posted: 2025-11-06T18:35:56